Loan Advisor

American Eagle Financial Credit Union; East Hartford (CT); Hybrid; USD 36,000 - 39,000; Full time

Job summary

American Eagle Financial Credit Union in East Hartford, CT is seeking a Loan Advisor to guide members through the consumer lending journey from application to funding with a commitment to best‑in‑class service.

This hybrid, full‑time role offers $26–$28 per hour based on experience and education, with a focus on accurate processing and strong member partnerships to support financial well‑being.

Qualifications

• Customer-centered and service oriented.
• Detail oriented with loan pipeline management.
• Strong communication and interpersonal skills.
• Knowledge of consumer lending and Visa products.

Responsibilities

• Originate new consumer loan applications and meet revenue targets.
• Process and close loan files accurately and timely.
• Communicate loan approvals/denials with members and provide updates.
• Promote ancillary protection options to support loan products.
• Collaborate with internal teams to improve loan workflows and compliance.

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Advisor

Loan Phone Center Regular Full-Time Employee East Hartford, CT, US

3 days ago Requisition ID: 2612

The Opportunity

The Loan Advisor plays a vital role in delivering an exceptional, best‑in‑class experience for members throughout the consumer lending journey. This position partners closely with members from application to funding, ensuring loan requests are processed efficiently, accurately, and with a high level of care. As a trusted financial resource, the Loan Advisor confidently discusses AEFCU’s loan protection solutions—including GAP, Credit Insurance, and MRC, all while addressing a wide range of member questions, resolving concerns, and supporting loan‑related transactions. Leveraging strong knowledge of consumer lending and Visa products, this role collaborates with internal teams and communicates clearly and professionally to help members make informed financial decisions.

Location – East Hartford, CT Hybrid

Compensation - $26-$28 an hour (depending on experience, education, aptitude & equity)

You Are

Passionate About Helping Others

You are customer-centered and possess a positive, can-do attitude. You provide exceptional member service through holistically assisting members with their lending needs. You enjoy people and care about helping others attain financial freedom and making educated decisions about their finances. Focused on creating the optimal conditions for your customers to be successful.

Attentive and Detailed

You are well versed in organization and are detail oriented. You are experienced in managing a loan pipeline, ensuring timely loan processing, and are proactive and effective with customer communication and processing of consumer loans.

You see the value in collaboration. You take advantage of partnering with key business units and vendors to ensure successful outcomes through clear, open, and respectful communication. In addition, you leverage these partnerships to exchange information, collaborate on ideas, and align efforts towards a common goal.

We Are

An organization standing on a strong heritage, poised to fly even higher through diversity and inclusion, community involvement, and working to provide the best possible service, products and access to resources to support our membership in achieving financial goals. Our mission is to enrich the lives of our members and communities to create a world where financial freedom is a reality.

Role-Specific Contributions:

1. Loan Origination & Revenue Growth

• Proactively originate new consumer loan applications to meet members’ financial needs and achieve departmental revenue goals.
• Engage in outbound calling and other targeted campaigns to generate new loan applications, supporting the department’s production targets.
• Meet and exceed sales goals and objectives, contributing to revenue growth and member satisfaction.

2. Loan Processing & Member Service

• Provide an exceptional member experience through the timely and accurate processing of consumer loan applications, ensuring compliance with policies and regulations.
• Follow up with borrowers on approved loans, providing regular updates to ensure a seamless loan experience.
• Analyze credit reports to identify potential savings opportunities for members, offering solutions that can enhance their financial well‑being.
• Prepare and close loan files in compliance with policy and legal requirements, ensuring a seamless process for members.

3. Member Communication & Support

• Handle challenging member interactions with empathy and professionalism, delivering difficult news when necessary while suggesting alternative solutions.
• Communicate loan approvals and denials with professionalism, ensuring a supportive and understanding experience for the member.
• Actively promote the sale of ancillary insurance products, such as payment protection plans, to complement loan products and protect our members.
• Utilize consultative selling techniques to offer tailored financial solutions to members, supporting the credit union’s mission of financial freedom.

4. Process & Efficiency Improvements

• Continuously embrace a learning mindset, staying updated with industry changes, regulations, and innovations to improve compliance and operational efficiency.
• Review and recommend improvements to loan processing workflows, contributing to streamlined operations and enhanced team performance.
• Takes initiative for personal and professional development by seeking out training opportunities to enhance knowledge of lending procedures and industry best practices.
• Actively participates in training sessions to reinforce key lending procedures, ensuring alignment with team goals and continuous improvement.

6. Compliance & Problem Resolution

• Ensures compliance with legal requirements and lending policies, maintaining accuracy and adherence to regulations throughout the loan process.
• Collaborate across departments to resolve member issues efficiently, making sound judgements to maintain satisfaction and compliance.

7. Culture & Values

• Embod... wait;